Nebius Group N.V.(US:NBIS) Yahoo Finance·2025-11-01 15:53Group 1 - Investors have identified Nebius Group as a notable technology company, with shares rising by 346% this year as of October 27 [1] - Nebius operates in the AI infrastructure sector, providing high-performance GPU access through a cloud-based platform [3] - The company has signed a significant $17.4 billion cloud deal with Microsoft, enhancing its role in the AI infrastructure movement [4] Group 2 - Nebius has expanded its data center footprint across multiple locations, including Kansas City, New Jersey, Iceland, France, Finland, and Israel [6] - The company aims to achieve a run rate of $1 billion in annual recurring revenue (ARR) by December, a target that has been surpassed due to the Microsoft deal [7] - Key areas for investor attention include the Microsoft partnership, potential new business with other cloud hyperscalers, and the company's balance sheet strength, which includes $1.7 billion in cash [7]